Fundraising Fox

Dana L. Wilson

Founder

Founder & CEO at CHIP Professionals

New York City Metropolitan Area

FoundedCHIP Professionals

Founder & CEO at CHIP Professionals

Intro paths

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In turn, Dana can intro founders to CHIP Professionals's investors below.

Experience

  1. the eQuity bluePrint PodcastPodcast Hostcurrent2025 โ€” present
  2. Dana DisruptsProfessional Speaker & Consultantcurrent2020 โ€” present
  3. CHIPCEO & Foundercurrent2019 โ€” present
  4. Manhattan Wealth Management GroupInvestment Advisor2018 โ€” 2021New York City Metropolitan Area
  5. Founder GymFG Graduate | Cohort 142020New York City Metropolitan Area
  6. Active Financial PlanningFounder | Investment Advisor2018
  7. Papillon Financial, LLCOwner | Managing Partner | Investment Advisor2013 โ€” 2017New York City Metropolitan Area
  8. Cabot Lodge SecuritiesFinancial Advisor2012 โ€” 2013New York, New York
  9. Merrill LynchFinancial Advisor2012Wayne, NJ
  10. State Farm ยฎFinancial Services Rep2009 โ€” 2011
  11. SunTrust Investment Services, Inc.Investment Associate2008 โ€” 2009
  12. SunTrust Investment Services, Inc.Financial Services Representative2006 โ€” 2007
  13. Chase Media Inc.Marketing/Advertising Intern2006
  14. Radio One of RaleighMarketing/ Sales Intern2005

Skills & more

StrategyCommunicationProblem SolvingStrategic PartnershipsInnovation ManagementInnovation DevelopmentTechnological InnovationStart-up VenturesVenture CapitalNew Venture LaunchFinancial InclusionCross-functional Team Leadership
+11 moreCommercial BankingInvestmentsSeries 7Mutual FundsFixed IncomeRetirement PlanningMortgage LendingFinancial AnalysisFinanceEquitiesFinancial Services
  • Series 63 โ€” FINRA
  • Series 66 โ€” FINRA
  • Series 7 โ€” FINRA
  • Columbia University Executive Education | Disrupting with Fintech (Live Online): Strategies, Tools, and Executable Frameworks for Change โ€” Columbia University

From Dana's professional profile.

Frequently asked questions

Who is Dana L. Wilson?
Founder & CEO at CHIP Professionals
Where does Dana L. Wilson work?
Dana L. Wilson is Founder & CEO of CHIP Professionals.
What companies did Dana L. Wilson found?
Dana L. Wilson founded CHIP Professionals.
Where did Dana L. Wilson go to school?
Dana L. Wilson studied at Penn State University (Corporate Innovation & Entrepreneurship); Penn State University (Executive MBA, Strategic Leadership); NYU School of Professional Studies (CFP Professional Program, Financial Planning and Services).

Same school

Shared employers